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Legg Mason, Inc. (LM)

(Delayed Data from NYSE)

$39.14 USD

39.14
396,386

+0.35 (0.90%)

Updated Dec 6, 2019 03:59 PM ET

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3-Hold     3    

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1
2
3
4
5
S&P
Strong Buy
Buy
Hold
Sell
Strong Sell
500
24.62%
17.69%
9.40%
5.11%
2.01%
10.65%

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A Value | B Growth | D Momentum | A VGM

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

View All Zacks #1 Ranked Stocks

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The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Balance Sheet

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Research for LM

   

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

Fiscal Year End for Legg Mason, Inc. falls in the month of March.

All items in Millions except Per Share data.

3/31/2019 3/31/2018 3/31/2017 3/31/2016 3/31/2015
Assets          
Cash & Equivalents 947 769 750 1,349 704
Receivables 483 553 504 410 487
Notes Receivable 0 0 0 0 0
Inventories 507 540 474 564 503
Other Current Assets 84 67 74 62 228
Total Current Assets 2,020 1,928 1,802 2,385 1,922
Net Property & Equipment 150 148 160 163 180
Investments & Advances 0 9 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 200 202 203 207 162
Intangibles 5,270 5,730 5,959 4,626 4,653
Deposits & Other Assets 154 134 167 139 158
Total Assets 7,794 8,153 8,290 7,520 7,074
Liabilities & Shareholders Equity 3/31/2019 3/31/2018 3/31/2017 3/31/2016 3/31/2015
Notes Payable 0 126 0 40 0
Accounts Payable 183 176 182 202 208
Current Portion Long-Term Debt 250 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 571 476 487 431 400
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 105 205 141 169 207
Total Current Liabilities 1,110 982 809 842 815
Mortgages 0 0 0 0 0
Deferred Taxes/Income 209 232 417 326 414
Convertible Debt 0 0 0 0 0
Long-Term Debt 1,971 2,222 2,222 1,741 1,058
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 122 132 153 200 257
Minority Interest (Liabilities) 692 732 678 176 46
Total Liabilities 4,105 4,300 4,279 3,285 2,589
Shareholders Equity 3/31/2019 3/31/2018 3/31/2017 3/31/2016 3/31/2015
Preferred Stock 0 0 0 0 0
Common Stock (Par) 9 8 10 11 11
Capital Surplus 2,040 1,976 2,386 2,693 2,844
Retained Earnings 1,743 1,895 1,695 1,576 1,690
Other Equity -101 -27 -79 -44 -61
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 3,690 3,852 4,011 4,236 4,485
Total Liabilities & Shareholder's Equity 7,794 8,153 8,290 7,520 7,074
Total Common Equity 3,690 3,852 4,011 4,236 4,485
Shares Outstanding 85.50 84.50 97.40 107.70 112.60
Book Value Per Share 43.15 45.59 41.18 39.33 39.83

Fiscal Year End for Legg Mason, Inc. falls in the month of March.

All items in Millions except Per Share data.

9/30/2019 6/30/2019 3/31/2019 12/31/2018 9/30/2018
Assets          
Cash & Equivalents 605 671 947 861 636
Receivables 515 467 483 494 527
Notes Receivable 0 0 0 0 0
Inventories 543 522 507 474 481
Other Current Assets 81 86 84 82 69
Total Current Assets 1,744 1,746 2,020 1,911 1,713
Net Property & Equipment 145 148 150 150 154
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 193 195 200 190 194
Intangibles 5,249 5,280 5,270 5,271 5,658
Deposits & Other Assets 471 478 154 160 157
Total Assets 7,802 7,846 7,794 7,683 7,876
Liabilities & Shareholders Equity 9/30/2019 6/30/2019 3/31/2019 12/31/2018 9/30/2018
Notes Payable 0 0 0 0 0
Accounts Payable 146 174 183 204 176
Current Portion Long-Term Debt 0 250 250 251 251
Current Portion Capital Leases 77 78 0 0 0
Accrued Expenses 437 271 571 522 407
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 127 95 105 104 136
Total Current Liabilities 786 867 1,110 1,081 970
Mortgages 0 0 0 0 0
Deferred Taxes/Income 255 234 209 182 268
Convertible Debt 0 0 0 0 0
Long-Term Debt 1,972 1,972 1,971 1,971 1,971
Non-Current Capital Leases 298 315 0 0 0
Other Non-Current Liabilities 60 122 119 126
Minority Interest (Liabilities) 683 665 692 677 632
Total Liabilities 4,053 4,115 4,105 4,030 3,966
Shareholders Equity 9/30/2019 6/30/2019 3/31/2019 12/31/2018 9/30/2018
Preferred Stock 0 0 0 0 0
Common Stock (Par) 9 9 9 9 9
Capital Surplus 2,104 2,085 2,040 2,029 2,014
Retained Earnings 1,777 1,748 1,743 1,724 1,982
Other Equity -140 -110 -101 -108 -94
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 3,749 3,731 3,690 3,653 3,910
Total Liabilities & Shareholder's Equity 7,802 7,846 7,794 7,683 7,876
Total Common Equity 3,749 3,731 3,690 3,653 3,910
Shares Outstanding 86.70 86.60 85.50 85.50 85.40
Book Value Per Share 43.24 43.09 43.15 42.72 45.78